Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Advisor International Small Cap I in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARROLL HOSPITAL CENTER, INC. CARROLL HOSPITAL CENTER RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 2,254 | $155.1M | $818K |
| 2 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $195K |
| 3 | LIFEBRIDGE HEALTH CARROLL HEALTH GROUP 401(K) PLAN |
OWINGS MILLS MD |
| 182 |
| $15.2M |
| $142K |
| 4 | ALLEN & OVERY, LLP ALLEN & OVERY ASSOCIATES 401(K) PLAN | NEW YORK NY | 297 | $45.2M | $74K |
| 5 | NORTHWEST HOSPITAL CENTER, INC. THE NORTHWEST HOSPITAL CENTER, INC. 403(B) MATCHING RETIREMENT PLAN | OWNINGS MILLS MD | 2,467 | $107.9M | $60K |